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In a recent interview, journalist James Kynge pointed out that AI tokens are effectively the "new oil" with immense geopolitical significance. He noted that China is producing these tokens much more cheaply than the US or any other country, thereby developing a new structural advantage. Kynge highlighted that this has sparked a global "gold rush" and is increasingly becoming a geopolitical issue, as many startups in Silicon Valley now prefer to use cheaper Chinese AI tokens.

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James Kynge: AI tokens are the new oil, and Silicon Valley is rushing for cheap Chinese tokens